See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,974 | $51,638+159.5% | $68,368+96.0% | $82,448+62.5% |
| Participation rate | 24.0% | 63.6%-39.6pp | 73.8%-49.8pp | 68.1%-44.1pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $742 | $2,047-63.7% | $2,649-72.0% | $2,551-70.9% |
| Participant deferral / active EE | $1,227 | $2,914-57.9% | $4,123-70.2% | $4,139-70.4% |
| Admin fee / account holder | $5,045 | $4,643+8.6% | $5,150-2.0% | $7,234-30.3% |